Financial Planning and Analysis

• Lead all financial operations for UK/EU entities, including accounting oversight, reconciliations, internal controls, and management reporting.
• Prepare and maintain monthly/quarterly management accounts, prudential metrics, and capital adequacy reporting.
• Coordinate annual financial audits across jurisdictions and ensure audit readiness.
• Ensure consistent application of accounting and prudential standards across UK/EU entities.
• Manage outsourced UK/BV accounting service providers and partner closely with the US Accounting team to ensure a timely and accurate month-end close.
• Oversee treasury and liquidity management, ensuring adequate funding and strict segregation of client and corporate funds.
• Design, operate, and maintain the safeguarding control framework, including daily safeguarding reconciliations and timely investigation of discrepancies.
• Maintain safeguarding and trust accounts with regulated credit institutions and ensure breaches are logged and escalated appropriately.
• Prepare and coordinate the annual independent safeguarding audit and track implementation of recommendations.
• Produce and submit all required regulatory returns, including FCA REP021, FSA056/057 EMI returns, and DNB prudential reports.
• Develop MI and dashboards for senior management and the Board on safeguarding effectiveness, liquidity, and financial soundness.
• Support annual wind-down planning, operational resilience testing, and broader prudential compliance requirements.
• Work closely with Legal, Compliance, and Risk to embed strong financial and safeguarding controls across processes.
• Liaise with banking partners, auditors, and UK/EU regulatory authorities on financial, prudential, and safeguarding matters.
• Support cross-border initiatives to ensure consistent safeguarding, liquidity, and prudential practices across the group.

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